http://www.nakedcapitalism.com/2008/02/on-continuing-equitycredit-market.html
Fascinating post at naked capitalism today saying a couple of things I have said before. That the credit market may be out of whack alot longer than you would expect.
It cites two Fianancial Times peices. One from John Authers who thinks the two markets will converege and one from John Dizard.
I strongly recommend cheacking out the post if you haven't read it.
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